Compliance checklist

Request for Proposals (RFP 240s) IRC Section 529 and 529A Plan Consulting Services for the Texas Prepaid Higher Education Tuition Board · 240s. 212 requirement sentences found in the notice and 2 attachments: every "shall", "must" and "required", quoted as written and sorted into submission requirements (8) and performance / contract clauses (204). Nothing is generated.

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Submission requirements · 8

TTF 529 Consultant RFP 240s 26-8414VR Final 10-15-26.docx · PART IIIGENERAL PROVISIONS · 2

On or about the date set forth in the Schedule of Events, Comptroller expects to electronically post answers to the written questions on the ESBD located at: http://www.txsmartbuy.gov/esbd. 3.8Deadline for Submission of Proposals An electronic copy of the Proposal must be received in the Issuing Office no later than 2:00 pM CT on the deadline set forth in the Schedule of Events.
Comptroller shall upload to the LBB’s contract database the text of the complete Contract, including Successful Respondent’s Proposal (with limited redaction and appendix) after the date of Contract award.

TTF 529 Consultant RFP 240s 26-8414VR Final 10-15-26.docx · PART IVPROPOSAL FORMAT · 2

The transmittal letter must be signed by a person legally authorized to bind Respondent.
Respondent must provide statements for each of its proposed subcontractors signed by an individual authorized to legally obligate each subcontractor and attesting to the fact that it will provide the Services as represented in Respondent’s Proposal.

Performance / contract clauses · 204

TTF 529 Consultant RFP 240s 26-8414VR Final 10-15-26.docx · PART IINTRODUCTION AND BACKGRO · 2

The appointed Board members must have knowledge, skill, and experience in higher education, business, or finance.
The Board is required to meet at least quarterly.

TTF 529 Consultant RFP 240s 26-8414VR Final 10-15-26.docx · PART IISCOPE OF WORK · 2

All respondents must demonstrate that the key individual(s) have a minimum of five (5) years of experience in working with state prepaid tuition plans, college savings plans, ABLE programs and related programs and other experience relevant to the Services requested.
Extensive knowledge of IRC Sections 529 and 529A is required.

Extracted from the notice text and attachments as published. The solicitation governs; read Sections L and M in full before you submit.